Searching Content from United States indexed under Wealth Management ordered by Published Date Descending.
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Kevin Garnett Sues Accountant
Retired basketball star Kevin Garnett is suing his accountant, Michael Wertheim, alleging that he helped wealth manager Charles Banks IV steal $77 million from Garnett.
United States
18 Sep 2018
FERC Denies Complaint Regarding PG&E's Order No. 890 Compliance
On August 31, 2018, the Federal Energy Regulatory Commission ("Commission") issued an order ("August 31 Order")
United States
13 Sep 2018
Matter Of The Estate Of Durcan
A recent New York County Surrogate's Court case, Matter of the Estate of Durcan, highlights the importance of properly completing beneficiary designation forms for retirement accounts, even when one has already completed them at a prior custodian.
United States
11 Sep 2018
How AI Shapes The Future Of Wealth Management
We are on the cusp of a revolution. While wealth managers have used computers to streamline complex analysis and to simplify customer service, the next wave of computational tools is already upon us.
United States
10 Sep 2018
"Que Je T'Aime": L'affaire D'heritage De Johnny Hallyday
As a battle rages on in Nanterre, west of Paris, over the estate of Johnny Hallyday, who is best known as the "French Elvis", and spills out across the pages of the tabloid press in France,
United States
28 Aug 2018
New Disclosure Requirements For NFA Members Engaging In Virtual Currency Activities—Action Required
On August 9, 2018, the National Futures Association ("NFA") announced that, effective October 31, 2018, NFA members are required to make additional disclosures in connection with their virtual currency activities ...
United States
14 Aug 2018
The Growing Interest In Onshore Structures
As increasing transparency and concern over reputational issues cause a drop in the popularity of offshore structures, onshore structures are becoming more attractively competitive.
1 Aug 2018
Estate Planning Update July 2018 - Estate Planning In 2018
We continue to digest and act on the changes to federal tax law that were passed late last year. In a sense, the changes to the federal gift and estate tax just continue a trend of increasing exemptions that started 20 years ago.
United States
31 Jul 2018
U.S. Supreme Court Refuses To Hear Challenge To FATCA
The U.S. Supreme Court has declined to hear an appeal from the U.S. Court of Appeals' ruling in the Crawford case, in which the constitutionality of FATCA was unsuccessfully argued.
United States
24 Jul 2018
Secondary Market Advisory Newsletter - July 2018
As many of you may already be experiencing, the ability to transact secondary deals in the U.S. has become much more complicated since the U.S. tax code overhaul.
United States
13 Jul 2018
Wealth Management Update July 2018
July Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-family Loans and Split Interest Charitable Trusts (Rev. Rul. 2018-16)
United States
11 Jul 2018
Wealth Management Update - May 2018
These same rates are used in connection with sales to defective grantor trusts.
United States
28 Jun 2018
Duff & Phelps Launches The Cost Of Capital Navigator
Estimating cost of capital requires matching risk of the subject business with the appropriate return.
United States
12 Jun 2018
Investment Companies Affected By The Economic Growth, Regulatory Relief, And Consumer Protection Act
President Trump signed the Economic Growth, Regulatory Relief, and Consumer Protection Act (the "Growth Act") into law on May 24, 2018.
United States
31 May 2018
Trending Video: SEC Priorities For Asset Management Industry (Video)
Donald Trump has been in the White House for more than a year.
United States
25 May 2018
SEC Priorities For Asset Management Industry (Video)
David Tittsworth, Ropes & Gray investment management counsel, examines what's changed for the asset management industry under the Trump administration and what to expect during 2018.
United States
24 May 2018
Organizations Should Think Ahead When Lining Up Their Next Leader
Mike Angelini was quoted by the Worcester Business Journal in, "Organizations Should Think Ahead When Lining Up Their Next Leader."
United States
22 May 2018
The OECD Issues An Updated CRS Implementation Handbook
The Organization for Economic Co-operation and Development (the "OECD") has published version 2.0 of its Common Reporting Standard (the "CRS") Implementation Handbook (the "Handbook").
United States
18 Apr 2018
Under Advisement: SEC Scrutinizes Wealth Management Industry
Recent events have made it clear that there is an increased regulatory focus on the conduct of investment professionals in the wealth-management industry.
United States
22 Mar 2018
Using An Advisory Board As A Planning Tool
Only a third of family businesses survive from the founding generation to the next.
United States
21 Mar 2018
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